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Email

What is the Response Library?

June 19, 2013

The Response Library consists of templates that can be automatically inserted into the body of email. When the number of…

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Activities & Deals

What is an Event? How is it different from Activity?

June 19, 2013

Events are types of activities (other types at this time include Deals and Invoices). Events can have the following attributes:…

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Activities & Deals

What is a sales deal pipeline?

June 19, 2013

A Deal is a type of activity. It represents something you want to sell, and has a money value attached…

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Activities & Deals

What is an Invoice?

June 19, 2013

Invoice is a type of Activity. Currently this feature requires that you have an account with FreshBooks. Once you activate…

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Activities & Deals

How do I attach a file to contact?

June 19, 2013

Go to contact timeline and click the + Event button. Attach a file, enter description and click Save. If the…

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Activities & Deals

How do I create a task from email?

June 19, 2013

Open the message in question for preview and click Create event button. Edit the description, attach file, add other contacts…

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Activities & Deals

How do I add internal comments to messages or activities?

June 19, 2013

Like with any other object in Annelite, you can start an internal conversation about any activity by clicking Add Comment,…

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Import & Export

How do I import contacts, emails and calendar items?

June 19, 2013

You can import contacts from a file or web service. Emails can be imported (downloaded) from archive stored on your…

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